The Puget Sound Chapter is dedicated to helping clubs be successful. Most chapter members (80%) belong to investment clubs.

We have updated a Club Self-Assessment which was published in the BetterInvesting Magazine in February 2000. We’d like your club to complete the survey for the following reasons:

Most importantly by going through the survey, your club will likely self-identify areas that your club may want to improve. We recommend that you complete the survey at a club meeting. This survey can be a tool to open up conversation among club members.

Survey answers have points attached to them. We will tally the results and send you an email back identifying your club as: Struggling, Minimally Functional, Functioning, Well Functioning or A Model Club

The information you provide back to the Chapter will be invaluable to us. It will help us determine club education topics in our newsletters, club visits, or club management classes.